See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,228 | $99,341-53.5% | $84,750-45.5% | $273,961-83.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.40% | 22.93%-18.5pp | 22.78%-18.4pp | 41.45%-37.1pp |
| Employer contribution / active EE | $3,003 | $4,214-28.7% | $3,574-16.0% | $4,869-38.3% |
| Participant deferral / active EE | $5,818 | $4,269+36.3% | $3,712+56.7% | $5,287+10.0% |
| Admin fee / account holder | $24,002 | $6,644+261.2% | $5,332+350.1% | $10,132+136.9% |